Kelli S. Phifer,   Financial Advisor

CONNECT

Address:

1555 Mason Street
Wheatland, WY 82201

Phone:

(307) 322-3911

Fax/Other:

(307) 322-3247

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel more confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

YOUR FULL SERVICE FINANCIAL CENTER

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products

Retirement Planning                 Insurance

IRA’s Traditional / Roth                    Life Insurance

401K’s – IRA Rollovers                    Long-tern Care

Simple IRA’s                                     Disability

Distributions

Roth Conversions

Investment Products                 Annuities    

Mutual Funds                                   Fixed   

Stocks & Bonds                               Variable

Brokered CD’s                                  Indexed             

College Funding         

Tax Advantaged Investments